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WESPAC Advisors SoCal, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WESPAC Advisors SoCal, LLC
报告期 2026-03-31 · CIK 0001668188
持仓数
119
前50大市值合计
$407.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 99 项
建仓 10
增持 40
减持 39
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$12.1M
758,360
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$7.6M
65,542
-69%
建仓
ORCL
ORACLE CORP
+$6.9M
31,622
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
XTEN
BONDBLOXX ETF TRUST
+$5.5M
180,202
+200%
增持
XAR
SPDR SERIES TRUST
+$5.0M
50,603
+43%
增持
CEG
CONSTELLATION ENERGY CORP
+$4.7M
19,876
+129%
减持
SMH
VANECK ETF TRUST
+$4.2M
65,820
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$4.2M
81,539
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$4.1M
31,147
+69%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$4.1M
90,881
+104%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$4.0M
70,624
-57%
减持
IGIB
ISHARES TR
-$3.6M
187,331
-28%
减持
AVGO
BROADCOM INC
+$3.6M
61,436
-23%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$3.5M
10,945
减持
SRLN
SSGA ACTIVE ETF TR
-$3.4M
78,590
-52%
减持
JBBB
JANUS DETROIT STR TR
-$3.2M
61,669
-51%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
68,321
-3%
增持
IAK
ISHARES TR
+$3.0M
89,592
+36%
减持
IAI
ISHARES TR
+$2.8M
98,247
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
65,453
+72%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
27,849
+36%
减持
MSFT
MICROSOFT CORP
+$2.1M
37,445
-15%
增持
GOOGL
ALPHABET INC
+$1.9M
76,340
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
39,738
+0%
建仓
HOOD
ROBINHOOD MKTS INC
+$1.7M
18,298
减持
—
EATON CORP PLC
-$1.7M
17,680
-40%
增持
GEV
GE VERNOVA INC
+$1.7M
5,945
+24%
清仓
URA
GLOBAL X FDS
-$1.6M
0
-100%
增持
KO
COCA COLA CO
+$1.6M
91,467
+34%
增持
NFLX
NETFLIX INC
+$1.6M
3,679
+2%
增持
AMZN
AMAZON COM INC
+$1.6M
52,820
+0%
减持
IYC
ISHARES TR
-$1.6M
9,904
-66%
减持
EME
EMCOR GROUP INC
+$1.5M
13,911
-14%
减持
WMT
WALMART INC
+$1.4M
154,670
-1%
增持
TMUS
T-MOBILE US INC
-$1.4M
57,051
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$1.4M
11,475
-59%
增持
JAAA
JANUS DETROIT STR TR
+$1.4M
117,310
+30%
减持
AAPL
APPLE INC
-$1.3M
70,213
-1%
清仓
QMAG
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
5,173
+30%
增持
NOW
SERVICENOW INC
+$1.2M
4,196
+8%
增持
AXON
AXON ENTERPRISE INC
+$1.2M
3,619
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
6,191
+5%
增持
VST
VISTRA CORP
+$1.2M
8,740
+93%
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.1M
3,303
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
24,812
-37%
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.1M
1,423
建仓
WCME
FIRST TR EXCHANGE-TRADED FD
+$1.1M
67,840
减持
XLE
SELECT SECTOR SPDR TR
-$891.1K
77,544
-3%
减持
VUG
VANGUARD INDEX FDS
-$843.3K
4,603
-40%
建仓
ARGX
ARGENX SE
+$824.1K
1,495
增持
JMBS
JANUS DETROIT STR TR
+$790.7K
154,795
+13%
增持
IGLB
ISHARES TR
+$769.0K
195,037
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$765.9K
31,453
+38%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$762.1K
12,737
-0%
增持
PG
PROCTER AND GAMBLE CO
+$736.6K
50,617
+18%
增持
META
META PLATFORMS INC
+$729.6K
4,044
+3%
增持
C
CITIGROUP INC
+$681.5K
16,781
+60%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$666.6K
12,627
+273%
增持
KKR
KKR & CO INC
+$631.5K
10,106
+64%
增持
FISV
FISERV INC
+$556.6K
9,316
+96%
增持
GD
GENERAL DYNAMICS CORP
+$555.0K
21,574
+2%
增持
HUBB
HUBBELL INC
+$491.1K
2,379
+64%
清仓
QID
PROSHARES TR
-$477.2K
0
-100%
增持
V
VISA INC
+$461.9K
10,294
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$436.1K
7,521
+5%
清仓
U
UNITY SOFTWARE INC
-$410.3K
0
-100%
清仓
—
PROSHARES TR
-$388.4K
0
-100%
增持
BX
BLACKSTONE INC
+$357.3K
7,792
+35%
减持
—
FERRARI N V
+$275.1K
4,635
-1%
建仓
MTUM
ISHARES TR
+$273.7K
1,139
清仓
MPC
MARATHON PETE CORP
-$247.7K
0
-100%
清仓
AVLV
AMERICAN CENTY ETF TR
-$218.3K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$216.5K
0
-100%
清仓
FMAR
FIRST TR EXCHNG TRADED FD VI
-$215.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$213.2K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$211.6K
202
-54%
减持
TLT
ISHARES TR
-$208.1K
35,333
-3%
建仓
VGT
VANGUARD WORLD FD
+$204.3K
308
减持
KCE
SPDR SERIES TRUST
+$197.1K
11,910
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$179.2K
4,057
+7%
减持
EMB
ISHARES TR
-$172.0K
104,986
-4%
减持
KBWB
INVESCO EXCH TRADED FD TR II
+$139.7K
18,716
-2%
减持
LLY
ELI LILLY & CO
-$128.7K
709
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$119.3K
2,560
+0%
减持
—
BONDBLOXX ETF TRUST
-$88.3K
70,525
-6%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$81.6K
4,806
-29%
减持
—
EXXON MOBIL CORP
-$77.5K
3,131
-10%
减持
AVGE
AMERICAN CENTY ETF TR
-$47.3K
3,009
-24%
减持
ISRG
INTUITIVE SURGICAL INC
+$33.6K
801
-1%
减持
AVUS
AMERICAN CENTY ETF TR
-$32.9K
3,443
-16%
减持
XLRE
SELECT SECTOR SPDR TR
-$31.3K
21,792
-2%
增持
WELL
WELLTOWER INC
+$30.6K
53,909
+0%
减持
IAU
ISHARES GOLD TR
+$16.5K
6,577
-1%
增持
ELV
ELEVANCE HEALTH INC
-$16.0K
4,244
+11%
增持
EQIX
EQUINIX INC
+$12.8K
1,734
+3%
减持
XLI
SELECT SECTOR SPDR TR
-$7.0K
2,714
-13%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
+$6.2K
5,224
-5%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$5.0K
5,244
-6%
